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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,949 | $48,076+134.9% | $78,693+43.5% | $62,891+79.6% |
| Participation rate | 65.6% | 65.2%+0.4pp | 73.6%-7.9pp | 69.3%-3.7pp |
| Annual return | 17.22% | 31.35%-14.1pp | 62.18%-45.0pp | 20.14%-2.9pp |
| Employer contribution / active EE | $1,732 | $2,015-14.1% | $2,850-39.2% | $2,281-24.1% |
| Participant deferral / active EE | $5,765 | $2,588+122.8% | $3,517+63.9% | $3,203+80.0% |
| Admin fee / account holder | $4,009 | $3,207+25.0% | $4,511-11.1% | $4,296-6.7% |